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Legacy Advisors, LLC: MTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on MTZ, newest first. How the timeline and the estimate are built.

Legacy Advisors, LLC held 124,181 MTZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,181 shares
    Change vs previous 13F +30,228 shares

    4.83% of the 13F portfolio, value $51,666,747.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,953 shares
    Change vs previous 13F -286,755 shares

    3.56% of the 13F portfolio, value $30,228,438.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 380,708 shares
    Change vs previous 13F 0 shares

    8.89% of the 13F portfolio, value $82,754,498.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 380,708 shares
    Change vs previous 13F +271,013 shares

    10.01% of the 13F portfolio, value $81,018,469.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,695 shares
    Change vs previous 13F -666,992 shares

    10.42% of the 13F portfolio, value $643,638.

    13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 776,687 shares
    Change vs previous 13F -41,959 shares

    9.48% of the 13F portfolio, value $90,647,140.

    13F-HR 0001667731-25-000489 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 818,646 shares
    Change vs previous 13F +78,777 shares

    10.82% of the 13F portfolio, value $111,450,466.

    13F-HR 0001667731-25-000263 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 739,869 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $91,077,874.

    13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).